Permissions Required
- Lock Appointments
- Unlock Appointments
- Overlay Calendars
- Schedule for Others
Understanding Appointment Locking Functionality
In addition to appointment statuses (Confirm, Cancel, Check In, etc.), users are able to indicate an appointment as being “Locked”. Details about locked appointments cannot be edited except for the status indicator (Confirmed, Canceled, etc.). Additional users and contacts cannot be added to the appointment. Also, the appointment type, duration, and other details cannot be added to it.
The Lock Appointments permission allows a user to lock an appointment, preventing it from being edited by any user. The Unlock Appointments permission allows a user to unlock an appointment that has been locked by another user.
Users will now need to have the Overlay Calendars permission in order to view other users' calendars using the Multi-User Single Day view of our calendar. If the user has that permission, they would also need the Schedule for Others permission in order to add a user other than themselves to an appointment.
Locked appointments will be indicated as such on any of the main calendar screens, where possible:
Locked appointments will have their form fields turn gray and no changes can be made. The Save button is also removed, as is the Delete button by the Status modifiers. If a user is not able to unlock the appointment, this will be the view of the appointment details dialog box:
If the user is able to unlock the appointment (either because they have the permission, or they were the user that locked the appointment), they will see the following:
Notice the addition of the Unlock Appt button at the bottom of the image. Clicking this will allow the user to re-activate the appointment for editing.
For any user that has the Lock Appointments permission, they will see the Save and Lock button:
The Save and Lock button will close the dialog box, save all of the appointment data, and lock the appointment at one time.
Next Steps
- See also: Creating Appointments
